Also trades as: PEP.DE (XETRA) · $vol 1M · PEP.TO (TSX) · $vol 0M · PEP.BA (BUE) · $vol 0M · PEP.SW (SIX) · $vol 0M
PEP Institutional Ownership
PepsiCo, Inc.
1W: +1.4%
1M: +5.3%
3M: -5.2%
YTD: -4.8%
1Y: -9.7%
3Y: -8.8%
5Y: -2.2%
$132.90
-2.56 (-1.89%)
Weekly Expected Move ±3.5%
$126
$131
$136
$141
$145
Credit Risk of going bust: lower than 84% of companies Debt: 21.9% of company value Bonds: $354.2M held by 262 funds, 42 bp over Treasuries → details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $2.12 (down 98%), PepsiCo, Inc. would be worth roughly what it owes.
Total debt $51.88B against a stock market value of $184.60B.
Distance to default 10.74 (Merton model): prices to 2026-10-26, balance sheet 2026-09-05, debt counted $30.55B (short-term plus half of long-term), stock volatility 21.3%; Altman Z 3.47. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
If the stock fell to about $2.12 (down 98%), PepsiCo, Inc. would be worth roughly what it owes.
Total debt $51.88B against a stock market value of $184.60B.
Distance to default 10.74 (Merton model): prices to 2026-10-26, balance sheet 2026-09-05, debt counted $30.55B (short-term plus half of long-term), stock volatility 21.3%; Altman Z 3.47. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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Institutional Ownership — PEP
3,686
Institutional Holders
-51 vs prior quarter
0.0%
Ownership
+0.00pp
$148B
Total Invested
158
New Positions
1342
Increased
1786
Reduced
245
Closed
1.07
Put/Call Ratio
Ownership Trends
Top Institutional Holders (3855 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 118,281,854 | $16.0B | +2,440,377 | +2.1% | 8Q | SEC ↗ |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 89,257,968 | $12.1B | +450,194 | +0.5% | 2Q | SEC ↗ |
| 3 | STATE STREET CORP | 60,406,932 | $8.2B | +987,582 | +1.7% | 46Q | SEC ↗ |
| 4 | Invesco Ltd. | 43,113,398 | $5.8B | +14,430,603 | +50.3% | 87Q | SEC ↗ |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 37,159,425 | $5.0B | +704,386 | +1.9% | 2Q | SEC ↗ |
| 6 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 36,096,064 | $4.9B | +5,885,256 | +19.5% | 15Q | SEC ↗ |
| 7 | Sixth Street Partners Management Compa NEW | 36,096,064 | $4.9B | — | +0.0% | 1Q | SEC ↗ |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 34,977,755 | $4.7B | +365,936 | +1.1% | 92Q | SEC ↗ |
| 9 | JPMORGAN CHASE & CO | 30,596,336 | $4.1B | -4,202,596 | -12.1% | 103Q | SEC ↗ |
| 10 | MORGAN STANLEY | 26,615,206 | $3.6B | +34,032 | +0.1% | 60Q | SEC ↗ |
| 11 | BANK OF AMERICA CORP /DE | 20,350,877 | $2.8B | -932,824 | -4.4% | 15Q | SEC ↗ |
| 12 | NORGES BANK NEW | 19,416,811 | $2.6B | — | +0.0% | 1Q | SEC ↗ |
| 13 | GOLDMAN SACHS GROUP INC | 16,937,736 | $2.3B | +4,679,738 | +38.2% | 15Q | SEC ↗ |
| 14 | NORTHERN TRUST CORP | 14,311,127 | $1.9B | -542,007 | -3.6% | 110Q | SEC ↗ |
| 15 | FRANKLIN RESOURCES INC | 12,328,717 | $1.7B | +214,981 | +1.8% | 22Q | SEC ↗ |
| 16 | UBS AM, a distinct business unit of UB | 11,817,684 | $1.6B | +549,336 | +4.9% | 63Q | SEC ↗ |
| 17 | WELLS FARGO & COMPANY/MN | 11,271,489 | $1.5B | -165,871 | -1.5% | 110Q | SEC ↗ |
| 18 | Bank of New York Mellon Corp | 10,716,001 | $1.5B | -398,153 | -3.6% | 76Q | SEC ↗ |
| 19 | Legal & General Group Plc | 8,864,652 | $1.2B | -30,122 | -0.3% | 27Q | SEC ↗ |
| 20 | Fisher Asset Management, LLC | 8,676,821 | $1.2B | +166,484 | +2.0% | 100Q | SEC ↗ |
| 21 | DEUTSCHE BANK AG | 8,533,926 | $1.2B | -478,978 | -5.3% | 52Q | SEC ↗ |
| 22 | Amundi | 8,351,306 | $1.1B | -3,093,365 | -27.0% | 21Q | SEC ↗ |
| 23 | DIMENSIONAL FUND ADVISORS LP | 8,295,152 | $1.1B | +253,492 | +3.2% | 102Q | SEC ↗ |
| 24 | ROYAL BANK OF CANADA | 8,157,090 | $1.1B | +816,639 | +11.1% | 87Q | SEC ↗ |
| 25 | VANGUARD FIDUCIARY TRUST CO | 7,694,805 | $1.0B | -24,441 | -0.3% | 2Q | SEC ↗ |
| 26 | ACADIAN ASSET MANAGEMENT LLC | 6,744,246 | $914M | +1,144,286 | +20.4% | 52Q | SEC ↗ |
| 27 | UBS Group AG | 6,549,761 | $887M | -557,147 | -7.8% | 47Q | SEC ↗ |
| 28 | MASSACHUSETTS FINANCIAL SERVICES CO /M | 6,463,867 | $876M | -812,872 | -11.2% | 110Q | SEC ↗ |
| 29 | FMR LLC | 6,265,018 | $849M | -1,631,336 | -20.7% | 110Q | SEC ↗ |
| 30 | STIFEL FINANCIAL CORP | 6,239,792 | $845M | -101,849 | -1.6% | 49Q | SEC ↗ |
| 31 | AMERIPRISE FINANCIAL INC | 5,992,809 | $812M | -2,281,043 | -27.6% | 16Q | SEC ↗ |
| 32 | SG Americas Securities, LLC | 5,444,829 | $738M | +3,895,592 | +251.5% | 87Q | SEC ↗ |
| 33 | AQR CAPITAL MANAGEMENT LLC | 5,380,695 | $729M | -475,087 | -8.1% | 93Q | SEC ↗ |
| 34 | Capital Research Global Investors | 4,969,690 | $673M | +24,405 | +0.5% | 75Q | SEC ↗ |
| 35 | FIRST TRUST ADVISORS LP | 4,407,158 | $597M | +442,922 | +11.2% | 64Q | SEC ↗ |
| 36 | Nuveen, LLC | 4,385,530 | $594M | -647,646 | -12.9% | 6Q | SEC ↗ |
| 37 | STATE FARM MUTUAL AUTOMOBILE INSURANCE | 4,160,441 | $564M | — | +0.0% | 26Q | SEC ↗ |
| 38 | HSBC HOLDINGS PLC | 4,045,225 | $548M | +418,144 | +11.5% | 110Q | SEC ↗ |
| 39 | RAYMOND JAMES FINANCIAL INC | 3,992,806 | $541M | +276,632 | +7.4% | 7Q | SEC ↗ |
| 40 | PRICE T ROWE ASSOCIATES INC /MD | 3,871,243 | $524M | +17,004 | +0.4% | 16Q | SEC ↗ |
| 41 | Swiss National Bank | 3,854,800 | $522M | -158,000 | -3.9% | 53Q | SEC ↗ |
| 42 | PNC Financial Services Group, Inc. | 3,849,038 | $521M | -123,030 | -3.1% | 15Q | SEC ↗ |
| 43 | HighTower Advisors, LLC | 3,756,348 | $509M | +60,075 | +1.6% | 70Q | SEC ↗ |
| 44 | Assenagon Asset Management S.A. | 3,715,812 | $503M | +3,362,794 | +952.6% | 33Q | SEC ↗ |
| 45 | CANADA PENSION PLAN INVESTMENT BOARD | 3,600,875 | $488M | +312,827 | +9.5% | 79Q | SEC ↗ |
| 46 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 3,563,096 | $483M | +462,646 | +14.9% | 26Q | SEC ↗ |
| 47 | Sumitomo Mitsui Trust Group, Inc. | 3,550,169 | $481M | +6,788 | +0.2% | 61Q | SEC ↗ |
| 48 | VAN ECK ASSOCIATES CORP | 3,546,901 | $480M | -847,006 | -19.3% | 15Q | SEC ↗ |
| 49 | DZ BANK AG Deutsche Zentral Genossensc | 3,537,915 | $479M | +677,932 | +23.7% | 39Q | SEC ↗ |
| 50 | Qube Research & Technologies Ltd | 3,525,088 | $478M | +2,140,838 | +154.7% | 15Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 36,096,064 | $4.9B |
| NORGES BANK | 19,416,811 | $2.6B |
| Janney Montgomery Scott LLC | 954,271 | $129M |
| JUPITER ASSET MANAGEMENT LTD | 649,459 | $88M |
| Nykredit A/S | 382,560 | $52M |
| IMC-Chicago, LLC | 304,877 | $41M |
| Jump Financial, LLC | 259,502 | $35M |
| Tandem Investment Advisors, Inc. | 193,158 | $26M |
| XTX Topco Ltd | 191,617 | $26M |
| Quadrature Capital Ltd | 184,728 | $25M |
| Jupiter Topco LLC | 165,393 | $22M |
| TRUST CO OF VERMONT | 110,474 | $15M |
| LOGAN CAPITAL MANAGEMENT INC | 95,626 | $13M |
| ExodusPoint Capital Management, LP | 90,467 | $12M |
| B&D White Capital Company, LLC | 84,950 | $12M |
| Quantitative Investment Management, | 70,754 | $10M |
| CANANDAIGUA NATIONAL BANK & TRUST C | 58,678 | $8M |
| CANANDAIGUA NATIONAL CORP | 57,705 | $8M |
| VAQUERO PRIVATE WEALTH, LTD | 49,587 | $7M |
| CAPE COD FIVE CENTS SAVINGS BANK | 49,070 | $7M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Holocene Advisors, LP | 3,519,891 | $477M |
| Ilex Capital Partners (UK) LLP | 1,588,220 | $215M |
| Mn Services Vermogensbeheer B.V. | 530,623 | $72M |
| Contrarius Group Holdings Ltd | 472,477 | $64M |
| SCOPUS ASSET MANAGEMENT, L.P. | 456,875 | $62M |
| Skandinaviska Enskilda Banken AB (p | 300,719 | $41M |
| Clear Street Group Inc. | 300,000 | $41M |
| Zurich Insurance Group Ltd/FI | 290,639 | $39M |
| Nearwater Capital Markets, Ltd | 270,000 | $37M |
| Freestone Grove Partners LP | 251,636 | $34M |
| RENAISSANCE TECHNOLOGIES LLC | 136,225 | $18M |
| MIRAE ASSET SECURITIES (USA) INC. | 100,547 | $14M |
| Night Squared LP | 99,136 | $13M |
| Cornerstone Advisors, LLC | 90,700 | $12M |
| Caption Management, LLC | 68,500 | $9M |
| PICTON MAHONEY ASSET MANAGEMENT | 59,316 | $8M |
| HS Management Partners, LLC | 56,473 | $8M |
| Schonfeld Strategic Advisors LLC | 53,493 | $7M |
| Alberta Investment Management Corp | 52,100 | $7M |
| Darwins River Capital, LP | 50,736 | $7M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Invesco Ltd. | +14,430,603 | +50.3% | 43,113,398 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | +5,885,256 | +19.5% | 36,096,064 |
| GOLDMAN SACHS GROUP INC | +4,679,738 | +38.2% | 16,937,736 |
| SG Americas Securities, LLC | +3,895,592 | +251.5% | 5,444,829 |
| Assenagon Asset Management S.A. | +3,362,794 | +952.6% | 3,715,812 |
| BlackRock, Inc. | +2,440,377 | +2.1% | 118,281,854 |
| Qube Research & Technologies Ltd | +2,140,838 | +154.7% | 3,525,088 |
| VOLORIDGE INVESTMENT MANAGEMENT, LL | +1,464,064 | +211.5% | 2,156,186 |
| Squarepoint Ops LLC | +1,381,782 | +230.9% | 1,980,185 |
| CITADEL ADVISORS LLC | +1,252,370 | +330.3% | 1,631,488 |
| ACADIAN ASSET MANAGEMENT LLC | +1,144,286 | +20.4% | 6,744,246 |
| MARSHALL WACE, LLP | +1,098,305 | +405.8% | 1,368,975 |
| STATE STREET CORP | +987,582 | +1.7% | 60,406,932 |
| CITIGROUP INC | +957,933 | +53.3% | 2,754,649 |
| BNP PARIBAS FINANCIAL MARKETS | +832,869 | +41.7% | 2,831,808 |
| ROYAL BANK OF CANADA | +816,639 | +11.1% | 8,157,090 |
| LSV ASSET MANAGEMENT | +767,040 | +2973.1% | 792,839 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +704,386 | +1.9% | 37,159,425 |
| DZ BANK AG Deutsche Zentral Genosse | +677,932 | +23.7% | 3,537,915 |
| BNP PARIBAS ASSET MANAGEMENT Holdin | +672,889 | +54.7% | 1,903,376 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JPMORGAN CHASE & CO | -4,202,596 | -12.1% | 30,596,336 |
| DIAMANT ASSET MANAGEMENT, INC. | -3,563,169 | -99.4% | 23,254 |
| Amundi | -3,093,365 | -27.0% | 8,351,306 |
| AMERIPRISE FINANCIAL INC | -2,281,043 | -27.6% | 5,992,809 |
| FLOSSBACH VON STORCH SE | -2,170,868 | -45.9% | 2,554,594 |
| BARCLAYS PLC | -2,052,073 | -41.1% | 2,943,243 |
| FMR LLC | -1,631,336 | -20.7% | 6,265,018 |
| Caisse de depot et placement du Que | -1,368,917 | -61.9% | 843,376 |
| Sanders Capital, LLC | -1,243,181 | -70.1% | 530,401 |
| Capital World Investors | -967,746 | -71.6% | 384,570 |
| BANK OF AMERICA CORP /DE | -932,824 | -4.4% | 20,350,877 |
| Focus Partners Wealth | -857,534 | -30.9% | 1,915,908 |
| VAN ECK ASSOCIATES CORP | -847,006 | -19.3% | 3,546,901 |
| GQG Partners LLC | -843,108 | -79.4% | 218,202 |
| MASSACHUSETTS FINANCIAL SERVICES CO | -812,872 | -11.2% | 6,463,867 |
| Marex Group Ltd | -700,784 | -99.7% | 1,876 |
| ALLIANCEBERNSTEIN L.P. | -687,988 | -23.2% | 2,274,206 |
| Daiwa Securities Group Inc. | -672,426 | -58.3% | 480,276 |
| Bahl & Gaynor LLC | -659,530 | -52.1% | 606,526 |
| Nuveen, LLC | -647,646 | -12.9% | 4,385,530 |